See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,049 | $155,788+45.1% | $124,672+81.3% | $167,490+35.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 22.00% | 17.97%+4.0pp | 5142.93%-5120.9pp | 478.56%-456.6pp |
| Employer contribution / active EE | $3,611 | $4,163-13.3% | $3,324+8.7% | $4,837-25.3% |
| Participant deferral / active EE | $12,550 | $5,673+121.2% | $4,614+172.0% | $6,341+97.9% |
| Admin fee / account holder | $20 | $9,531-99.8% | $7,493-99.7% | $12,309-99.8% |